August 20, 2025

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The Hiring to Succession Edge

How to Build a 5–10 Person Advisory Team Without Losing Your Mind

If your advisory team is growing past three members, you’ve probably noticed the game has changed. You’re no longer just serving clients — you’re leading an organization. Here’s how to build and lead a 5–10 person team without burning out, losing control, or waking up at 3 a.m. wondering if you made a huge mistake.

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